Aureus Asset Management, LLC

Aureus Asset Management, LLC is an independent investment firm founded in 2005 that provides personalized wealth management services to individuals, families, and organizations. Aureus Asset Management uses a contemporary wealth management approach that combines traditional asset classes like stocks and bonds with alternative investments, drawing inspiration from endowment-style investing. Aureus Asset Management builds customized portfolios using a mix of in-house research-driven strategies—such as core equity, dividend equity, and high income equity—alongside external managers and affiliated private funds when appropriate for a client's objectives. The firm manages assets on a discretionary basis for most clients, meaning Aureus Asset Management makes investment decisions on behalf of clients based on their agreed-upon investment guidelines, though non-discretionary monitoring is also available. In addition to portfolio management, Aureus Asset Management provides ongoing portfolio reviews and reporting, focusing on risk management, diversification, and long-term financial goals.